Center for Financial Planning’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.3K | Hold |
158
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $73.6K | Hold |
158
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $74.8K | Hold |
158
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $75K | Hold |
158
| – | – | 0.01% | 208 |
|
|
2024
Q2 | $66.5K | Hold |
158
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $62.1K | Hold |
158
| – | – | 0.01% | 215 |
|
|
2023
Q4 | $61.7K | Hold |
158
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $50K | Hold |
158
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $54.9K | Hold |
158
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $48.4K | Sell |
158
-41
| -21% | -$12.5K | 0.01% | 221 |
|
|
2022
Q4 | $55.4K | Sell |
199
-26
| -12% | -$7.24K | 0.01% | 210 |
|
|
2022
Q3 | $55K | Buy |
225
+26
| +13% | +$6.36K | 0.01% | 203 |
|
|
2022
Q2 | $54K | Hold |
199
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $67K | Hold |
199
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $78K | Hold |
199
| – | – | 0.02% | 189 |
|
|
2021
Q3 | $71K | Hold |
199
| – | – | 0.02% | 185 |
|
|
2021
Q2 | $72K | Sell |
199
-51
| -20% | -$18.5K | 0.02% | 188 |
|
|
2021
Q1 | $75K | Hold |
250
| – | – | 0.02% | 178 |
|
|
2020
Q4 | $73K | Hold |
250
| – | – | 0.02% | 172 |
|
|
2020
Q3 | $72K | Sell |
250
-35
| -12% | -$10.1K | 0.02% | 164 |
|
|
2020
Q2 | $78K | Hold |
285
| – | – | 0.03% | 155 |
|
|
2020
Q1 | $60K | Sell |
285
-65
| -19% | -$13.7K | 0.02% | 163 |
|
|
2019
Q4 | $83K | Buy |
+350
| New | +$83K | 0.02% | 150 |
|